AEF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.8% ·
share flow +3.5% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 2.36M | -12.1% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.75M | -2.2% | $16.79M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Lazard Asset Management Llc | 1.10M | -1.1% | $10.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 739.50K | +2230.9% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 267.06K | +17.6% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 218.96K | +29.3% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Invesco Ltd. | 71.52K | +60.1% | $686,563 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 49.91K | -22.7% | $479,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 40.38K | +90.7% | $387,657 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 25.71K | +148.7% | $246,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 23.68K | +555.7% | $227,288 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 23.19K | +1.0% | $222,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 16.38K | +595.5% | $157,238 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Blair William & Co/Il | 15.50K | -6.3% | $148,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 14.16K | +11.8% | $136,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 14.04K | +15.2% | $134,845 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Millennium Management ✦ | 12.59K | -77.6% | $120,835 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 12.14K | +1.5% | $116,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 3.40K | 0.0% | $32,592 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Envestnet Asset Management Inc | $1.45M | was 0.0% |
| Creative Planning | $145,143 | was 0.0% |
| Mml Investors Services, Llc | $105,357 | was 0.0% |
| Northwestern Mutual Wealth… | $3,937 | was 0.0% |
| BlackRock | $1,414 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 21.37M shares, $155.70M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 2.00K sh @ 9.73 · $19,452
Director · 4.50K sh @ 9.63 · $43,335
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology